Securities. Welcome to Manulife Securities

Transcription

1 Securities Welcome to Manulife Securities 1

2 Strength and Independence It pays to seek advice And here s why. At Manulife Securities, we believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice. As a subsidiary of Manulife Financial*, we enjoy the financial strength, security, reputation and resources of one of Canada s largest financial services companies. With so many financial options out there, it can be difficult to figure out what s right for you. It s important to talk to a knowledgeable advisor that you trust to help you make informed and confident decisions for your future. Research1 shows the value of advice by connecting it to the accumulation of savings and assets. Operating in every province and territory throughout Canada, we provide advisors with superior back-office technology and risk management support, backed by expert service and training. Our clients benefit from our expertise in these areas through enhanced advisor relationships, full access to some of the most comprehensive financial solutions in the marketplace and the strength and stability of the Manulife name. Here s how: Manulife Securities is comprised of three robust firms, also described in detail on the following pages: Manulife Securities Incorporated, an independant investment dealer Manulife Securities Investment Services Inc., a mutual fund dealer Manulife Securities Insurance Inc., an insurance agency Each firm offers clients a wide array of products and services through independent advisors across the country. Our network of advisors enjoy the freedom to provide you with solutions that are uniquely appropriate to your individual needs. *The Manufacturers Life Insurance Company Manulife Securities continues to grow, see how we ve progressed. timeline Manulife Securities was created and headquartered in Waterloo, Ontario Acquired Berkshire Group of Companies, doubling our number of advisors across Canada and relocating headquarters to Burlington, Ontario Acquired Wellington West Financial Services, further increasing our advisor network in western and central Canada Advice encourages better saving habits Advisors help you become retirement-ready If you seek financial advice, you are likely to save money and if you are already saving money, you may save even more! Discussing finances with your advisor can help you feel more confident in your finances and of your ability to retire comfortably in the future. Advice has a positive impact on growing your wealth We can help you make informed financial decisions to help you grow your assets and together we can help you experience first-hand the true value of advice. The client-advisor relationship becomes more rewarding over time. Studies have shown that after working with an advisor for approximately five years, you could have as much as 50% more growth of your financial assets than similar Canadians who don t work with an advisor. And after 15 years, you could have over 2.7 times the financial assets Manulife Securities head office relocated to a state-of-the-art facility in Oakville, Ontario 1 2 Montmarquette, Claude and Nathalie Viennot-Briot, Econometric Models on the Value of Advice of a Financial Advisor. Center for Interuniversity Research and Analysis of Organizations (CIRANO), July Web. 11 Jan

3 According to a 2011 Investor Education Fund report, 5 out of 6 Canadian investors are clients of financial advisors 2. Manulife Securities Incorporated Manulife Securities Incorporated is one of Canada s foremost independent investment dealers. Our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs. Manulife Securities Incorporated is a member of the Investment Industry Regulatory Organization of Canada. Stocks Bonds New issues Fee-based wrap program Mutual funds Self-directed plans Masters Private Account Program Group RRSPs Money products: daily interest accounts, GICs, RRSPs, RRIFs and LIFs Monthly savings plans Systematic withdrawal plans Other specialty investment products Banking and mortgage products (on referral basis) Telephone and online banking Manulife Securities Investment Services Inc. Manulife Securities Investment Services Inc. provides clients with a comprehensive suite of quality investment products and services designed to address a wide range of financial needs. Manulife Securities Investment Services Inc. is a mutual fund dealer and a member of the Mutual Fund Dealers Association of Canada and is registered with the Autorité des marchés financiers (AMF) in the province of Quebec. Mutual funds Self-directed plans Group RRSPs Fee-based wrap program Money products: daily interest accounts, GICs, RRSPs, RRIFs and LIFs Monthly savings plans Systematic withdrawal plans Other specialty plans Banking and mortgage products (on referral basis) Telephone and online banking Manulife Securities Insurance Inc.* Whatever your stage in life, Manulife Securities Insurance Inc., our licensed insurance agency, provides a variety of solutions to meet your insurance needs whether it s family protection, business continuity, estate preservation or investment solutions. Segregated funds Life insurance: term, whole life, universal life Disability insurance: income replacement and business overhead protection Critical illness insurance: enhanced and basic plans Long-term care insurance: facility and home coverage Health care benefits for individuals and associations Annuities: term certain, life * Carrying on business in British Columbia as Manulife Securities Insurance Agency. More Wealth Management offerings from Manulife Manulife Capital Markets The investment banking and equity capital markets division offers a full range of financial advisory services to both corporate clients and financial advisors across Canada. Manulife Private Wealth Provides highly personalized private banking and investment management services, with access to an integrated team of financial planning, tax and estate experts, accountants and lawyers. Manulife Bank Serving clients across Canada in all provinces and territories, our Banking Consultants provide high-quality service and banking solutions that complement your financial plan. Contact your advisor for details. 2 4 Investor Education Fund, Investor behavior and beliefs: Advisor relationships and investor decision-making study. Written by The Brondesbury Group,

4 Client Access With Client Access, Manulife Financial s secure client website, you can view consolidated account and policy information from all of your holdings with us. Access your financial and insurance information Receive your statements electronically See all household portfolios in one view Send and receive secure messages Easily print your portfolio Receive reports and letters sent by your advisor electronically To register for Client Access, please contact your financial advisor. edelivery Electronic delivery (edelivery) is an innovative feature that enables you to conveniently and quickly receive electronic versions of your statements eliminating the need to receive paper in the mail. Clients of edelivery are able to view historical and current statements and will be notified by when a new statement is ready. You can also view and send messages to your advisor through this secure portal. To learn more, speak to your financial advisor. My User ID is: Dedicated to building strong communities Manulife Securities employees and advisors are committed to serving the community in which we live and work. This starts with our deep commitment to our signature cause volunteerism and our desire to make a difference. We are proud of our ongoing efforts to improve the lives of others. Every year, Manulife Securities supports the United Way through our annual campaign. In 2013, employees, retirees and advisors contributed through volunteerism and donations, raising $1.7 million with a further $1.4 million matched by Manulife. Manulife Securities formed a partnership with Start2Finish in 2012 to support the charity s efforts with financial and human capital. This is done through an annual Running and Reading program, a fitness and literacy program held at schools across Canada for at risk children. Each year, a team of Manulife Securities employees volunteer their time to build homes for local families in need. 6 7

5 Manulife Securities 1235 North Service Road West, Suite 500 Oakville (Ontario) L6M 2W2 Manulife Securities Investment Services Inc. & Manulife Securities Incorporated Telephone: (905) Toll Free: Fax: Manulife Securities Insurance Inc. Telephone: (905) Toll Free: Fax: For more information, please visit manulifesecurities.ca Securities 8 Manulife, Manulife Securities, the Manulife Securities For Your Future logo, the Block Design, the Four Cubes Design, and strong reliable trustworthy forward-thinking are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund and Manulife Securities Investment Services Inc. is a Member of MFDA IPC. Manulife Securities Insurance Inc. is a licensed insurance agency (carrying on business in British Columbia as Manulife Securities Insurance Agency). MS1204E 03/2014